Financial Adviser · ELTHAM, VIC

Kevin Chunhao Tseng

ELTHAM, VIC

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001272226

Currently at

Lifespan Financial Planning

Sydney, NSW (firm address)

View firm profile

About Kevin Chunhao Tseng

Kevin Chunhao Tseng is a financial adviser based in Eltham, Victoria, with 8 years of experience in the financial services industry since 2018. Kevin is currently authorised under Lifespan Financial Planning. Kevin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kevin's qualifications include a Certified Financial Planner from CFP. Kevin is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2012

Bachelor of business

Monash University

2013

Diploma of Financial Planning

International Institute of Technology

2016

Advanced Diploma of Financial Planning

Integrity Education Group

2020

Ethics and professionalism in financial advice

Ethics - Kaplan Professional

2022

Tax for Financial Advising

Kaplan Professional

2023

Certified Financial Planner

CFP

Registration History

Lifespan Financial Planning Pty Ltd

Aug 2026 - Present Current

The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)

Unisuper Management Pty. Ltd.

Aug 2023 - Jul 2026 Ceased

National Australia Bank Limited

May 2019 - Nov 2019 Ceased

National Australia Bank Limited

Dec 2018 - Apr 2019 Ceased

Source: ASIC Financial Advisers Register